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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

12,831 firms manage $34.5 trillionno broker-dealer ties

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 14239
    DBD Retirement and Financial Services21 clientsWealth manager
    Assetmark Trust 100%
    $134M
  2. 14240
    Anderson Griggs InvestmentsRock Hill, SC · 170 clientsWealth manager
    Schwab 100%
    $134M
  3. 14242
    Garhwal, Chan & Williams Inc.San Francisco, CA · 28 clientsWealth manager
    Schwab 99%
    $134M
  4. 14243
    Loyd Financial Management Inc.Centennial, CO · 149 clientsWealth manager
    Schwab 100%
    $134M
  5. 14244
    Argo Infrastructure Management, LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $134M
  6. 14245
    Rechter Wealth Management, LLC57 clientsWealth manager
    Fidelity 100%
    $134M
  7. 14246
    Bislett Management, LLC1 clientsPrivate fund adviser
    No custodian reported
    $133M
  8. 14247
    Elm Capital Management LLCPittsburgh, PA · 564 clientsWealth manager
    Schwab 100%
    $133M
  9. 14248
    Blue Jean Financial LLCAlbany, NY · 385 clientsWealth manager
    Schwab 100%
    $133M
  10. 14249
    Courant Investment Management LLC1 clientsPrivate fund adviser
    No custodian reported
    $133M
  11. 14250
    Hayes Wealth Advisors, LLC192 clientsWealth manager
    Schwab 100%
    $133M
  12. 14251
    Lifecapital Partners LLCNew York, NY · 297 clientsWealth manager
    Fidelity 100%
    $133M
  13. 14252
    Double Eagle Capital Management LPSouthlake, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $133M
  14. 14253
    Palisade Wealth ManagementDraper, UT · 141 clientsWealth manager
    Schwab 100%
    $133M
  15. 14254
    Kanos Capital Management, LLCHouston, TX · 37 clientsWealth manager
    Schwab 71%Fidelity 29%
    $133M
  16. 14255
    Acadia Legacy GroupClive, IA · 45 clientsWealth manager
    Schwab 100%
    $133M
  17. 14256
    Quantify Funds34 clientsAsset manager
    Schwab 100%
    $133M
  18. 14257
    The Hajdari Group, LLCStaten Island, NY · 254 clientsWealth manager
    Schwab 100%
    $133M
  19. 14258
    Blackgold Capital Management LPHouston, TX · 7 clientsPrivate fund adviser
    BNY 100%
    $133M
  20. 14259
    Grimaldi Portfolio Solutions, IncWappingers Falls, NY · 300 clientsWealth manager
    No custodian reported
    $133M
  21. 14260
    Fletcher Financial GroupWest Monroe, LA · 500 clientsWealth manager
    No custodian reported
    $133M
  22. 14261
    Structural Solutions LLCChapel Hill, NC · 8 clientsWealth manager
    No custodian reported
    $133M
  23. 14262
    Southeast Financial AdvisorsGreenville, SC · 304 clientsWealth manager
    No custodian reported
    $133M
  24. 14263
    Safran Wealth Advisors, LLCNew York, NY · 98 clientsWealth manager
    Schwab 100%
    $133M
  25. 14265
    Harlow Capital Management LLC111 clientsWealth manager
    Schwab 100%
    $133M
  26. 14267
    Degreen Private Wealth, LLCScottsdale, AZ · 84 clientsWealth manager
    Schwab 100%
    $133M
  27. 14268
    ARI Group, LLCNew York, NY · 15 clientsWealth manager
    J.P. Morgan 76%Interactive Brokers 23%
    $133M
  28. 14269
    Green & Deckert LLCLubbock, TX · 106 clientsWealth manager
    Schwab 100%
    $133M
  29. 14270
    TruadvisorsTampa, FL · 172 clientsWealth manager
    Schwab 100%
    $133M
  30. 14272
    Charis Legacy PartnersBryan, TX · 60 clientsWealth manager
    Schwab 86%
    $133M
  31. 14273
    Wells Financial Management, LLCAsheville, NC · 98 clientsWealth manager
    Schwab 100%
    $133M
  32. 14274
    Complete Wealth Management, LLC255 clientsWealth manager
    Schwab 100%
    $133M
  33. 14275
    Summitpoint Capital ManagementLittleton, CO · 91 clientsWealth manager
    Schwab 100%
    $133M
  34. 14276
    Clarity Financial PlannersClayton, MO · 38 clientsWealth manager
    Altruist 68%Schwab 32%
    $132M
  35. 14277
    JLL Partners FCH, Inc.New York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $132M
  36. 14278
    Legacy Wealth Advisors, LLCClinton Township, MI · 251 clientsWealth manager
    Schwab 100%
    $132M
  37. 14279
    Stites Financial ConsultingWilton, CA · 265 clientsWealth manager
    Schwab 100%
    $132M
  38. 14280
    Jansen Wealth Management LLCAltoona, WI · 237 clientsWealth managerWrap sponsor
    SEI 100%
    $132M
  39. 14282
    Geremia Financial Services, LLCEdison, NJ · 132 clientsWealth managerWrap sponsor
    No custodian reported
    $132M
  40. 14283
    Wealth Ease Wealth ManagementMarshall, MI · 251 clientsWealth manager
    TIAA 100%
    $132M

RIAs by state